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Disclosery

Private Wealth Group, LLC: SGOV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Group, LLC on SGOV, newest first. How the timeline and the estimate are built.

Private Wealth Group, LLC held 249,089 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249,089 shares
    Change vs previous 13F +63,623 shares

    9.68% of the 13F portfolio, value $25,075,790.

    13F-HR 0001420506-26-001200 filed by Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 185,466 shares
    Change vs previous 13F +41,757 shares

    8.71% of the 13F portfolio, value $18,669,008.

    13F-HR/A 0001420506-26-000712 filed by Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 143,709 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $14,425,509.

    13F-HR 0001420506-26-000029 filed by Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).